HBKS Wealth Advisors · 13 hours ago
HBKS Wealth Advisors Summer Internship
Erie, PA
Internship
Onsite
InternHBKS Wealth Advisors is a regional, independent personal financial planning and wealth management firm seeking an Intern for its Retirement Plan Services Group based in Fort Myers, Florida. The internship offers a hands-on learning experience in financial services, focusing on assisting with administrative tasks, case analysis, and client reporting.
Angel InvestmentConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Working with the retirement plan services team on a range of administrative tasks
Assisting with case analysis for new perspective client opportunities
Working with various tools and databases that the firm subscribes to help identify prospective clients in the various markets where HBK/HBKS has a presence
Helping to produce quarterly reports for the firm’s retirement plan services clients
Performing other tasks as delegated
Qualification
Required
Must be Junior or Senior status majoring in finance, accounting, statistics, or economics
Must currently be enrolled (accredited school) and be in good academic standing
Actively pursuing or interested in pursuing CFP
Must possess excellent computer, communication, and interpersonal skills
Must be team player
Must pass an employment background check
Must have the ability to work at least 20 hours per week, but this opportunity can be up to 40 for those who desire such
Company
HBKS Wealth Advisors
HBKS Wealth Advisors provides investment management, insurance, accounting, retirement and financial planning services to its clients.
Founded in 2001
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Cross
Principal, Chief Operating Officer
Brian Sommers, CFA
Principal, Chief Investment Officer
Recent News
Morningstar, Inc.
2024-11-16
Company data provided by crunchbase